Lokken Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
24,448
+1,070
| +5% | +$105K | 0.92% | 29 |
|
|
2025
Q1 | $2.05M | Sell |
23,378
-1,731
| -7% | -$152K | 0.87% | 29 |
|
|
2024
Q4 | $2.27M | Sell |
25,109
-1,595
| -6% | -$144K | 0.98% | 26 |
|
|
2024
Q3 | $2.16M | Buy |
26,704
+1,764
| +7% | +$142K | 0.9% | 30 |
|
|
2024
Q2 | $1.69M | Buy |
24,940
+1,804
| +8% | +$122K | 0.79% | 31 |
|
|
2024
Q1 | $1.39M | Buy |
23,136
+810
| +4% | +$48.7K | 0.69% | 34 |
|
|
2023
Q4 | $1.17M | Buy |
22,326
+1,320
| +6% | +$69.4K | 0.66% | 36 |
|
|
2023
Q3 | $1.12M | Buy |
21,006
+96
| +0.5% | +$5.12K | 0.73% | 33 |
|
|
2023
Q2 | $1.1M | Buy |
20,910
+2,142
| +11% | +$112K | 0.71% | 33 |
|
|
2023
Q1 | $923K | Buy |
18,768
+1,560
| +9% | +$76.7K | 0.7% | 35 |
|
|
2022
Q4 | $813K | Buy |
17,208
+72
| +0.4% | +$3.4K | 0.64% | 36 |
|
|
2022
Q3 | $741K | Buy |
17,136
+210
| +1% | +$9.08K | 0.64% | 36 |
|
|
2022
Q2 | $686K | Buy |
16,926
+525
| +3% | +$21.3K | 0.56% | 40 |
|
|
2022
Q1 | $836K | Sell |
16,401
-1,086
| -6% | -$55.4K | 0.66% | 36 |
|
|
2021
Q4 | $843K | Buy |
17,487
+378
| +2% | +$18.2K | 0.6% | 36 |
|
|
2021
Q3 | $795K | Buy |
17,109
+594
| +4% | +$27.6K | 0.63% | 36 |
|
|
2021
Q2 | $776K | Buy |
16,515
+780
| +5% | +$36.7K | 0.63% | 36 |
|
|
2021
Q1 | $712K | Buy |
15,735
+3
| +0% | +$136 | 0.63% | 36 |
|
|
2020
Q4 | $756K | Buy |
+15,732
| New | +$756K | 0.69% | 32 |
|